See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,377-100.0% | $134,143-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 17.40% | 63.63%-46.2pp | 36.33%-18.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,323 | $5,040-34.1% | $3,704-10.3% | $4,761-30.2% |
| Participant deferral / active EE | $7,850 | $4,091+91.9% | $3,499+124.4% | $5,982+31.2% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |